Free Trial
→ Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (From Behind the Markets) (Ad) Free FEN Stock Alerts

First Trust Energy Income and Growth Fund (FEN) Institutional Ownership

$16.00 -0.03 (-0.19%)
(As of 05/3/2024)
Compare

Institutional Ownership Changes (13F Filings) for First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN)

Number of
Institutional Buyers
(last 12 months)
5
Number of
Institutional Sellers
(last 12 months)
10
Get FEN Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Energy Income and Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FEN Institutional Buying and Selling by Quarter

First Trust Energy Income and Growth Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024Cetera Advisors LLC17,248$282K0.0%-16.7%0.000%
5/15/2024 BOKF NA11,890$195K0.0%-18.3%0.000%
5/14/2024 Advisors Asset Management Inc.515,398$8.42M0.2%+0.3%0.000%
5/10/2024 Cornerstone Advisors LLC93,195$1.52M0.1%-22.0%0.000%
5/9/2024 Kingsview Wealth Management LLC46,931$767K0.0%-18.5%0.000%
5/8/2024 Avantax Advisory Services Inc.97,024$1.59M0.0%-1.8%0.000%
5/7/2024 Retirement Planning Co of New England Inc.57,041$932K0.5%-13.7%0.000%
5/7/2024 Mystic Asset Management Inc.118,771$1.94M0.8%-0.9%0.000%
5/1/2024Stegent Equity Advisors Inc.19,141$313K0.3%-28.5%0.000%
4/30/2024 Private Advisor Group LLC49,260$805K0.0%+2.4%0.000%
4/30/2024Commonwealth Equity Services LLC54,093$884K0.0%+1.6%0.000%
4/25/2024 Summit Financial LLC191,776$3.13M0.2%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.200,059$3.27M0.0%-18.2%0.000%
4/16/2024 LongView Wealth Management11,500$188K0.1%N/A0.000%
1/17/2024Reitz Capital Advisors LLC44,193$640K1.1%-7.5%0.000%
11/14/2023 AQR Arbitrage LLC124,766$1.64M0.1%+92.9%0.000%
11/13/2023 Retirement Planning Co of New England Inc.61,585$810K0.5%+2.1%0.000%
11/13/2023 Mystic Asset Management Inc.115,871$1.52M0.9%-1.0%0.000%
11/9/2023 Cornerstone Advisors LLC74,325$977K0.0%-33.1%0.000%
11/9/2023 UBS Group AG149,742$1.97M0.0%+2.6%0.000%
11/3/2023 Private Advisor Group LLC39,523$520K0.0%+3.5%0.000%
8/17/2023 Coastal Bridge Advisors LLC315,884$4.40M1.1%-5.0%0.000%
8/15/2023 Cohen & Steers Inc.137,827$1.92M0.0%+61.4%0.000%
8/11/2023 Baird Financial Group Inc.439,166$6.12M0.0%+32.5%0.000%
8/11/2023 Cornerstone Advisors LLC111,027$1.55M0.1%+12.2%0.000%
8/11/2023 Landscape Capital Management L.L.C.20,018$279K0.0%-50.3%0.000%
8/11/2023 Guggenheim Capital LLC42,903$598K0.0%-53.3%0.000%
8/10/2023 Private Advisor Group LLC38,199$532K0.0%+2.6%0.000%
8/10/2023Cetera Advisors LLC232,384$3.24M0.1%-0.5%0.000%
8/7/2023 Wolverine Asset Management LLC151,930$2.12M0.0%-22.1%0.000%
8/7/2023Stegent Equity Advisors Inc.30,129$420K0.5%-18.1%0.000%
8/3/2023 Garrison Asset Management LLC42,664$606K0.3%+6.0%0.000%
8/2/2023 Sigma Planning Corp26,830$374K0.0%-5.0%0.000%
8/1/2023 Truist Financial Corp34,418$479K0.0%-6.6%0.000%
8/1/2023BDO Wealth Advisors LLC17,563$245K0.0%-8.3%0.000%
7/31/2023 LPL Financial LLC122,770$1.71M0.0%-7.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.206,356$2.88M0.0%-3.5%0.000%
7/25/2023 Ameritas Advisory Services LLC11,765$160K0.0%-30.7%0.000%
7/20/2023 Cornerstone Advisory LLC11,943$166K0.0%N/A0.000%
7/20/2023 Csenge Advisory Group14,801$206K0.0%-6.2%0.000%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
7/17/2023Reitz Capital Advisors LLC41,899$584K0.5%+23.7%0.000%
5/15/2023ICA Group Wealth Management LLC32,310$419K0.1%-4.5%0.000%
5/11/2023 Elequin Securities LLC10,166$132K0.1%-10.1%0.000%
5/11/2023 Guggenheim Capital LLC91,775$1.19M0.0%-36.9%0.000%
5/10/2023 Private Advisor Group LLC37,239$483K0.0%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.40,249$522K0.1%N/A0.000%
5/9/2023BDO Wealth Advisors LLC19,159$249K0.0%-15.2%0.000%
5/8/2023 Wolverine Asset Management LLC195,137$2.53M0.0%+149.9%0.000%
5/8/2023 Sigma Planning Corp28,235$366K0.0%-7.0%0.000%
5/5/2023 Truist Financial Corp36,867$479K0.0%-2.2%0.000%
5/1/2023 Csenge Advisory Group15,773$205K0.0%-7.1%0.000%
5/1/2023 CWM LLC2,896$38K0.0%+183.6%0.000%
4/28/2023 Avantax Advisory Services Inc.88,302$1.15M0.0%-21.7%0.000%
4/28/2023 Ameritas Advisory Services LLC16,972$220K0.0%-40.1%0.000%
4/26/2023Reitz Capital Advisors LLC33,863$440K0.4%-53.3%0.000%
4/21/2023 Mystic Asset Management Inc.116,936$1.52M0.8%+1.0%0.000%
4/18/2023 Clarus Group Inc.11,405$148K0.1%-9.2%0.000%
4/18/2023Stegent Equity Advisors Inc.36,780$477K0.5%-49.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.213,760$2.78M0.0%-2.5%0.000%
4/11/2023 UMB Bank n.a.13,521$176K0.0%-20.8%0.000%
2/14/2023 Alpine Global Management LLC12,788$181K0.1%N/A0.000%
2/13/2023 Advisors Asset Management Inc.263,486$3.74M0.1%-14.5%0.000%
2/13/2023 Kingsview Wealth Management LLC74,167$1.05M0.0%-1.1%0.000%
2/10/2023 Bison Wealth LLC10,976$155K0.0%-11.4%0.000%
2/10/2023 Ameritas Advisory Services LLC28,330$402K0.0%+140.8%0.000%
2/10/2023 Sit Investment Associates Inc.6,000$85K0.0%+100.0%0.000%
2/9/2023 Elequin Securities LLC11,308$160K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.219,147$3.11M0.0%-3.7%0.000%
2/8/2023 Coastal Bridge Advisors LLC330,850$4.70M1.3%-5.9%0.000%
2/8/2023 UBS Group AG237,054$3.36M0.0%+5.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.21,582$306K0.0%+14.9%0.000%
2/7/2023Commonwealth Equity Services LLC88,119$1.25M0.0%+0.9%0.000%
2/7/2023 Garrison Asset Management LLC40,177$570K0.4%-2.1%0.000%
2/7/2023 LPL Financial LLC105,403$1.50M0.0%-10.2%0.000%
2/7/2023IFP Advisors Inc11,561$263K0.0%+99.1%0.000%
2/3/2023 Retirement Planning Co of New England Inc.59,413$843K0.6%-1.8%0.000%
2/3/2023 Mystic Asset Management Inc.115,800$1.64M0.9%+1.0%0.000%
2/3/2023 Ellevest Inc.2,500$35K0.0%N/A0.000%
2/2/2023Stegent Equity Advisors Inc.73,000$1.04M1.2%-15.9%0.000%
2/2/2023 All Season Financial Advisors Inc.30,015$426K0.4%+3.0%0.000%
2/1/2023 Wolverine Asset Management LLC78,082$1.11M0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC22,580$320K0.0%-10.8%0.000%
1/24/2023 Sigma Planning Corp30,356$431K0.0%-36.0%0.000%
1/18/2023 Private Advisor Group LLC34,796$494K0.0%+5.0%0.000%
1/18/2023Reitz Capital Advisors LLC72,443$1.03M1.0%-9.2%0.000%
11/16/2022 Kingsview Wealth Management LLC75,014$1.11M0.1%-3.8%0.000%
11/15/2022 Sowell Financial Services LLC105,687$1.57M0.2%+0.7%0.000%
11/15/2022 Coastal Bridge Advisors LLC351,480$5.22M1.4%-10.3%0.000%
11/14/2022 Guggenheim Capital LLC189,695$2.82M0.0%-14.9%0.000%
11/14/2022 MML Investors Services LLC421,846$6.26M0.0%N/A0.000%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
11/10/2022 Sigma Planning Corp47,466$705K0.0%-18.6%0.000%
11/10/2022ICA Group Wealth Management LLC42,817$636K0.1%-14.6%0.000%
11/10/2022 UBS Group AG224,200$3.33M0.0%+2.9%0.000%
11/10/2022 Clarus Group Inc.12,557$186K0.2%+8.7%0.000%
11/8/2022 Advisors Asset Management Inc.308,040$4.57M0.1%-12.0%0.000%
11/8/2022IFP Advisors Inc5,808$137K0.0%+19.6%0.000%
11/2/2022BDO Wealth Advisors LLC25,305$376K0.0%-5.9%0.000%
11/2/2022 Avantax Advisory Services Inc.33,921$504K0.0%N/A0.000%
10/27/2022Reitz Capital Advisors LLC79,786$1.19M1.1%+1.6%0.000%
10/27/2022 CWM LLC2,521$37K0.0%+146.9%0.000%
(Data available from 1/1/2016 forward)

FEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEN shares?

During the previous two years, 43 institutional investors and hedge funds held shares of First Trust Energy Income and Growth Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($8.42M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Raymond James Financial Services Advisors Inc. ($3.27M), Summit Financial LLC ($3.13M), Wolverine Asset Management LLC ($2.12M), and UBS Group AG ($1.97M).Learn more on FEN's institutional investors.

Which institutional investors have been buying First Trust Energy Income and Growth Fund stock?

Of the 26 institutional investors that purchased First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wolverine Asset Management LLC ($195.14K), Summit Financial LLC ($191.78K), Baird Financial Group Inc. ($107.74K), AQR Arbitrage LLC ($60.07K), Cohen & Steers Inc. ($52.43K), Private Advisor Group LLC ($42.32K), and Landscape Capital Management L.L.C. ($40.25K).

How much institutional buying is happening at First Trust Energy Income and Growth Fund?

Institutional investors have bought a total of 816,879 shares in the last 24 months. This purchase volume represents approximately $0.00 in transactions.

Which First Trust Energy Income and Growth Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($102.50K), Raymond James Financial Services Advisors Inc. ($65.59K), Stegent Equity Advisors Inc. ($64.29K), Cornerstone Advisors LLC ($63.00K), Reitz Capital Advisors LLC ($49.52K), Advisors Asset Management Inc. ($44.55K), and Wolverine Asset Management LLC ($43.21K).

How much institutional selling is happening at First Trust Energy Income and Growth Fund?

Institutional investors have sold a total of 629,289 shares in the last 24 months. This volume of shares sold represents approximately $0.00 in transactions.


Related Companies

This page (NYSEAMERICAN:FEN) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored